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EquityFlexi Cap FundDirect · Growth

HSBC Flexi Cap Fund - Direct Growth

HSBC · Scheme 120046

259.96 0.31%NAV · 2026-08-05
60
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
17.0%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.14%
3 Months+4.93%
6 Months+6.03%
1 Year+7.17%
3 Years (CAGR)+17.02%
5 Years (CAGR)+14.25%
10 Years (CAGR)+13.62%
Since Launch+15.10%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns66
Consistency64
Risk-adjusted48
Downside protection39
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +17.0%
  • 3Y CAGR vs category: +2.9% vs category avg
  • Positive 3Y windows: 97% of rolling 3Y windows positive
  • Return stability: rolling-return std 7.2%
  • Alpha vs benchmark: +7.8%

What to watch

  • 1Y return: +7.2%
  • Beat category: beat category in 49% of windows
  • Sharpe ratio: 0.55
  • Sortino ratio: 0.68

Risk metrics

Sharpe ratio
0.55
Sortino ratio
0.68
Volatility
17.00%
Max drawdown
-39.79%
Downside capture
95.30%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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